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  3. MarketSharp Workflow Worksheets & Planners

MarketSharp Workflow Worksheets & Planners

  • Created May 11, 2016
  • Author MarketSharp
  • Category Uncategorized
Use the following items to brainstorm, train and enhance your MarketSharp success!

  • MarketSharp Usage Planner (.pdf)
  • Systemize Planning Worksheets (.doc)
  • Sample Job Description (.pdf)
  • Workflow Guide (.pdf)
  • Customization Guide (.pdf)

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Filtering / Printing / Editing
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Prospects Filtering Options
Leads Filtering Options
Customers Filtering Options
Search Columns
Filtering Operators
How to Make a Promptable Filter
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Views
How to Create a View
Views on the Upper-Level Tabs
Tab View and Panel View
Editing Print Files
Editing/Adding a Letter File
How to Add ‘Or Current Resident to a Postcard’
Editing a Check Mailer (Coming Soon)
Editing a Brochure Mailer (Coming Soon)
Editing an Envelope Mailer (Coming Soon)
Editing a Label (Coming Soon)
Editing a List (Coming Soon)
Editing Other Mailers (Coming Soon)
Multiple Page List & Label Files (Coming Soon)
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CraftJack
networx
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Call Center v2
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Know Your Numbers Worksheet
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Dashboards
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Print Assistant List Reports
Upper-Level (Blue) Tab Reports
Reporting Tab
DNC Audit Report
QuickBooks Log Report
Call Center Report
Detailed Marketing Report
Lead Cost Report
Job Cost Report
Production Report
Production Status Report
Balance Due Report
Commission Payment Report
Commission Report
Demographics Report
Detailed Sales Report
Installed Volume by Work Crew & Product Detail Report
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Sales Report
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